Investing Topics: Earnings Analysis
Dominion Makes a Deal
By
Roger S. Conrad on
Feb. 23, 2024
Since the February issue of CUI posted, 15 more Portfolio recommendations have released calendar Q4 earnings and updated guidance. And none so far have been as potentially consequential as Dominion Energy’s (NYSE: D).
Utility Bellwethers: Portents from Q1 Results
By
Roger S. Conrad on
Apr. 23, 2022
Dow Jones Utility Average returns are now more than 17 percentage points ahead of the S&P 500 year to date. And 21 CUI Portfolio members trade above my highest recommended entry points. But that also means, despite recent stock market turbulence, they’re still high-priced enough for readers to consider cashing out a portion of their positions.
Frontier Communications: Chapter 11 is No Protection
By
Roger S. Conrad on
May. 29, 2020
Communications sector leaders are playing a long game just now, sacrificing revenue gains from surging communications traffic, while absorbing the costs of building leading positions for critical applications to serve the exploding digital economy.
NextEra’s Earnings Portend Well for Utilities and Renewable Energy
By
Roger S. Conrad on
Apr. 24, 2020
Heading into Q1 earnings reporting season, the big question for electric utilities was how big a hit COVID-19 fallout would deliver to demand for power. Now we have answers from first reporter NextEra Energy (NYSE: NEE).
AT&T’s Earnings: Half Empty and Half Full
By
Roger S. Conrad on
Apr. 22, 2020
AT&T Inc’s (NYSE: T) Q1 results answer two key questions about COVID-19 fallout and the telecom giant's resiliency.
Comcast’s Big Gains are its Smaller Rivals’ Pain
By
Roger S. Conrad on
Apr. 29, 2019
There’s much to like in Comcast Corp’s (NSDQ: CMCSA) first quarter results.
Telecom: The More Things Change, the More Things Stay the Same
By
Roger S. Conrad on
Feb. 5, 2016
In the fourth quarter, the telecom sector's big dogs continued to extend their lead over the also-rans.
Earning Their Keep
By
Roger S. Conrad on
Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.
So Far, So good
By
Roger S. Conrad on
Feb. 10, 2015
Fourth-quarter earnings season rolls on; thus far, everything is as it should be for our Portfolio holdings.
The Third-Quarter Earnings Train Keeps Rolling
By
Roger S. Conrad on
Nov. 4, 2014
Third-quarter earnings season is in full swing. We analyze the latest batch of results from the holdings in our Model Portfolios.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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